The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
APPIAN CORP | CL A | 03782L101 | 14,156 | 370,480 | SH | SOLE | 370,480 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 18,882 | 536,718 | SH | SOLE | 536,718 | 0 | 0 | ||
FGL HLDGS | ORD SHS | G3402M102 | 22,540 | 2,116,422 | SH | SOLE | 2,116,422 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 25,602 | 539,895 | SH | SOLE | 539,895 | 0 | 0 | ||
INSTRUCTURE INC | COM | 45781U103 | 10,921 | 226,525 | SH | SOLE | 226,525 | 0 | 0 | ||
KIRBY CORP | COM | 497266106 | 24,554 | 274,252 | SH | SOLE | 274,252 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 20,831 | 647,544 | SH | SOLE | 647,544 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 11,054 | 47,800 | SH | SOLE | 47,800 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 18,775 | 250,700 | SH | SOLE | 250,700 | 0 | 0 | ||
TRINITY INDS INC | COM | 896522109 | 22,130 | 999,075 | SH | SOLE | 999,075 | 0 | 0 | ||
TRUPANION INC | COM | 898202106 | 11,366 | 303,421 | SH | SOLE | 303,421 | 0 | 0 | ||
WORKIVA INC | COM CL A | 98139A105 | 8,117 | 193,035 | SH | SOLE | 193,035 | 0 | 0 |